Raymond James Trust’s First Citizens BancShares FCNCA Stock Holding History

Raymond James Trust’s Portfolio FCNCA Stock Details FCNCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.34M	Buy	730 +105	+17%	+$200K	0.03%	414
2024 Q2	$1.05M	Buy	625 +10	+2%	+$16.7K	0.02%	459
2024 Q1	$1.01M	Hold	615	–	–	0.02%	470
2023 Q4	$873K	Buy	615 +23	+4%	+$32.3K	0.02%	499
2023 Q3	$817K	Buy	592 +1	+0.2%	+$1.37K	0.02%	475
2023 Q2	$758K	Sell	591 -129	-18%	-$149K	0.02%	497
2023 Q1	$700K	Sell	720 -5	-0.7%	-$3.71K	0.02%	513
2022 Q4	$550K	Buy	725 +74	+11%	+$59.6K	0.02%	564
2022 Q3	$519K	Buy	+651	New	+$509K	0.02%	571

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Raymond James Trust's FCNCA Position: Q3 2024 in Review

Raymond James Trust increased its First Citizens BancShares (FCNCA) stake by 17% in Q3 2024, buying an estimated $200K and bringing the position to 730 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #414.

Raymond James Trust first reported a position in FCNCA in Q3 2022 and has held it in 9 quarters since. 586 funds tracked by Wall St. Rank hold FCNCA as of Q3 2024.

Raymond James Trust held 730 shares of First Citizens BancShares worth $1.34M as of Q3 2024.
Raymond James Trust bought 105 First Citizens BancShares shares in Q3 2024, an estimated $200K.
First Citizens BancShares made up 0.03% of Raymond James Trust's portfolio in Q3 2024, its #414 holding.
Raymond James Trust first reported a position in First Citizens BancShares in Q3 2022 and has held it in 9 quarters since.
586 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.